China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
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The AI Compute Arms Race
This chapter examines the fast-changing landscape of AI technology and the competition to increase computational power among industry giants. It discusses the implications of rising token consumption, infrastructure growth, and evolving pricing strategies that may impact the sustainability of AI development.
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